Mortgage Loan Processor & Client Experience Pro

D2B; United States; Remote; USD 12,000 - 13,000; Full time

Job summary

D2B is seeking an experienced Loan Processor to support the broker with end-to-end loan processing and admin tasks. The role involves collecting documents, loading data into CRM/AOL and lender platforms, and preparing files for broker review before submission.

You will track progress with lenders, manage settlements, and ensure compliance. Strong communication and organization are essential for delivering a high quality client experience.

Qualifications

• Minimum 2+ years as a virtual assistant and loan processor.
• Experience with Mercury and AOL systems.
• Proficiency with CRM, cloud storage, and productivity tools.

Responsibilities

• Collect, organise, and verify client documents (ID, income, liabilities).
• Enter and update client data in CRM, AOL and lender platforms.
• Prepare application files for broker review prior to submission.
• Track application progress and liaise with lenders for status updates.
• Manage upcoming settlement to meet deadlines.
• Maintain accurate digital filing and compliance documentation.
• Be across the industry compliance obligations and changes.
• Support the broker with managing inbound enquiries and calendar.
• Prepare client onboarding documents, fact‑find forms, and follow‑ups.
• Provide timely updates to clients, lenders, and referral partners.
• Assist with post‑settlement follow-ups and client retention activities.

Skills

Excellent written and verbal comm.

Strong organisational ability

Task management

Tools

Mercury

AOL

CRM systems

Microsoft 365

Google Workspace

Job description

D2B is seeking an experienced Loan Processor to support the broker with end-to-end loan processing and admin tasks. The role involves collecting documents, loading data into CRM/AOL and lender platforms, and preparing files for broker review before submission.

You will track progress with lenders, manage settlements, and ensure compliance. Strong communication and organization are essential for delivering a high quality client experience.